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Home > Continuing Education > Approve Continuing Education Enrollments
Approve Continuing Education Enrollments
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You may configure your programs/certifications to require approval when a contact enrolls. Until approved, the status will be listed as Applied. Those staff members who have subscribed to the New Certification Application notification will receive an email (shown below) when a new application is submitted.

 

 

You may click the link in the email, to open the Continuing Education Tracking tab and follow the instructions below (or access the Tracking tab through the back office).

  1. Select Applied in the Show Only drop-down list.
  2. For the desired individual, click the linked name in the Certification Name column.
  3. Select In progress from the Certification Status drop-down list.
  4. Click Done.

 

Alternatively, there is an "Action Required" section on the Continuing Education module's Overview tab, showing any and all approvals needed. 

 

 

Click the checkbox in the Actions column to approve the participant's enrollment; this removes them from the Action Required section and sets their status to In Progress.

 

 

 

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